登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ●会议召开时间：2025年10月29日（星期三）上午11:00-12:00 ●会议召开地点： 上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） ●会议召开方式：上证路演中心网络互动 ●投资者可于2025年10月22日 （星期三） 至10月28日 （星期二）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱ir@zwsoft.com进行提问。公司将在业绩说明会上对投资者普遍关 注的问题进行回答。 广州中望龙腾软件股份有限公司（以下简称"公司"）将于2025年10月25日发布公司2025年第三季度报 告，为便于广大投资者更全面深入地了解公司2025年第三季度经营成果、财务状况，公司计划于2025年 10月29日上午11:00-12:00举行2025年第三季度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式 ...

证券代码：688083 证券简称：中望软件 公告编号：2025-064 广州中望龙腾软件股份有限公司 上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 22 日（星期三）至 10 月 28 日（星期二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@zwsoft.com 进行提问。公司将在业绩说明会上对投资者普遍关注的问题进行 回答。 广州中望龙腾软件股份有限公司（以下简称"公司"）将于 2025 年 10 月 25 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 10 月 29 日上午 11:00-12:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 关于召开 2025 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous recommendation of domestic investment opportunities due to increasing external technology controls and the ongoing promotion of domestic innovation policies, indicating a clear trend towards self-sufficiency in key technologies [6][13] - The performance of leading domestic computing companies is showing significant revenue growth, validating the trend of domestic industrial development [7][14] Summary by Sections Weekly Perspective - The report highlights the sustained recommendation of domestic investment opportunities, noting a decline in the CSI 300 index by 2.22% and a 5.61% drop in the computer index during the week of October 13-17, 2025 [5][12] Company Dynamics - Haiguang Information reported a revenue of 40.26 billion yuan for Q3 2025, marking a year-on-year growth of 69.60% and a net profit of 759.99 million yuan, up 13.04% [16] - Cambricon Technologies achieved a revenue of 1.727 billion yuan in Q3 2025, with a staggering year-on-year increase of 1332.52%, and a net profit of 567 million yuan, indicating a strong turnaround [14] Investment Recommendations - Key domestic software companies recommended include Kingsoft Office, Dameng Data, and others, while leading domestic computing companies such as Haiguang Information and Sugon are also highlighted for their growth potential [8][15]

10月15日，中望软件涨5.78%，截至发稿，报87.00元/股，成交2.77亿元，换手率1.97%，总市值147.54 亿元。 孟亦佳累计任职时间1年251天，现任基金资产总规模1.05亿元，任职期间最佳基金回报35.38%， 任职 期间最差基金回报27.07%。 数据显示，国寿安保基金旗下1只基金重仓中望软件。国寿安保核心产业混合（002376）二季度增持1.7 万股，持有股数5.94万股，占基金净值比例为4%，位居第五大重仓股。根据测算，今日浮盈赚取约28.2 万元。 国寿安保核心产业混合（002376）成立日期2016年2月3日，最新规模9559.73万。今年以来收益 23.68%，同类排名3518/8161；近一年收益22.83%，同类排名3428/8015；成立以来收益24.04%。 国寿安保核心产业混合（002376）基金经理为祁善斌、孟亦佳。 截至发稿，祁善斌累计任职时间4年188天，现任基金资产总规模7.31亿元，任职期间最佳基金回报 33.82%， 任职期间最差基金回报-16.31%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评 ...

Group 1 - The core viewpoint of the news is that Zhongwang Software has seen a significant increase in its stock price, rising by 5.78% to reach 87.00 CNY per share, with a trading volume of 277 million CNY and a turnover rate of 1.97%, resulting in a total market capitalization of 14.754 billion CNY [1] - Zhongwang Software, established on August 24, 1998, and listed on March 11, 2021, specializes in the research, development, promotion, and sales of industrial software related to CAD/CAM/CAE [1] - The company's main business revenue composition includes standard general software at 95.45%, technical services at 2.45%, customized software at 1.32%, purchased software and hardware at 0.66%, and other supplementary services at 0.12% [1] Group 2 - From the perspective of fund holdings, one fund under Caitong Securities Asset Management has a significant position in Zhongwang Software, with the Caitong Asset Management Technology Innovation One-Year Open Mixed Fund (009447) increasing its holdings by 136,000 shares to a total of 476,000 shares, representing 3.85% of the fund's net value, making it the seventh-largest holding [2] - The Caitong Asset Management Technology Innovation One-Year Open Mixed Fund (009447) was established on July 10, 2020, with a current scale of 796 million CNY, achieving a year-to-date return of 40.87% and ranking 1343 out of 8161 in its category [2] - The fund has also achieved a one-year return of 54.46%, ranking 622 out of 8015, and a cumulative return of 67.28% since its inception [2]

Core Viewpoint - The U.S. government, led by President Trump, announced a 100% tariff on all Chinese goods starting November 1, along with export controls on key software, which will accelerate the domestic software replacement process in China [2][3]. Group 1: U.S. Trade Measures - The U.S. will impose a 100% additional tariff on all Chinese imports and export controls on key software starting November 1 [2]. - The U.S. measures are seen as a strategic move to pressure China ahead of the APEC summit, with potential implications for negotiations [2][3]. Group 2: China's Response and Industry Impact - China's Ministry of Commerce has implemented export controls on various technologies, including chip production equipment and lithium batteries, which are crucial for modern industries [2][3]. - China is expected to dominate the rare earth industry by 2025, holding 49% of global reserves and 69% of production, making it a critical resource for the U.S. [2][3]. Group 3: Domestic Software Development - The export controls on key software will accelerate the domestic replacement process in China, particularly in the fields of EDA, CAD, CAE, MES, and PLM [3][4]. - The shift towards domestic software is seen as essential due to China's heavy reliance on imported industrial software [3][4]. Group 4: Industrial Digital Transformation - The announcement of using WPS format in government documents marks a significant milestone for domestic software, indicating a breakthrough in the software replacement strategy [4]. - "Lighthouse factories," which utilize advanced technologies for efficiency, are expected to be prioritized in national strategic development plans, driving demand for industrial software [4]. Group 5: Investment Opportunities - Companies in the EDA, industrial software, operating systems, databases, network security, and industry IT sectors are highlighted as potential investment opportunities due to the ongoing shift towards domestic solutions [4]. - Specific companies to watch include: - EDA: Huada Jiutian, Guangliwei, Gai Lun Electronics [4] - Industrial Software: Dingjie Zhizhi, Nengke Technology, Suochen Technology, Zhongwang Software, Zhongkong Technology [4] - Operating Systems: China Software, Ruantong Power, Runhe Software, Chengmai Technology [4] - Databases: Dameng Data, Taiji Co. [4] - Network Security: Deepin Technology, Qilin Security, Sanwei Security, Guotou Intelligent, Qimingxing Chen [4] - Industry IT: Keda Xunfei, Hehe Information, Hengsheng Electronics, Kingsoft Office, Foxit Software, Tuolisi, Tax Friend Shares, Caixun Shares, Dingdian Software, Jiuyuan Yinhai, Jiahe Meikang, Guanglian Da, Kingdee International, Yonyou Network, Fanwei Network, Yuxin Technology, Newland [4].

本报讯 （记者毛艺融）科创板作为"硬科技"企业集聚地，北京金山办公软件股份有限公司（以下简称"金山办公"）、广州 中望龙腾软件股份有限公司、上海概伦电子股份有限公司等细分领域龙头凭借自主核心技术，破解行业"卡脖子"难题，成为国 产软件生态构建的核心力量。 金山办公的WPS系列产品自1989年发布初代版本以来，历经36年的打磨，深度适配国产操作系统与硬件。公司紧跟前沿技 术推出的WPS AI产品更进一步提升了用户办公效率，市场渗透率迅速提升。截至今年6月底，WPS AI的月活跃用户数已接近 3000万，是2024年底数量的1.5倍。 在政策对于数据应用的强力推动、技术架构的持续成熟与市场需求的急剧爆发等因素同频共振下，数据库领域亦迎来发展 窗口期。 国产数据库龙头武汉达梦数据库股份有限公司2025年上半年营收同比增长48.65%，净利润同比接近翻倍。在被视为数据库 技术"试金石"的金融行业，其100%全自研核心技术助力公司拿下金融行业集中式事务型数据库国产厂商市占率第一。 （编辑 郭之宸） ...

Core Insights - Industrial software is a crucial pillar for the transformation of manufacturing towards high-end, intelligent, and green development, acting as an "invisible engine" for modern industrial systems [1] Group 1: Company Developments - Guangzhou ZWSoft Co., Ltd. has developed an integrated product matrix for 2D CAD and 3D CAD/CAE/CAM, leveraging over 30 years of validated proprietary geometric modeling kernel, which addresses the "bottleneck" issue in high-end industrial software in China [1] - ZWSoft's 3D CAD software supports various industries, including aerospace, automotive manufacturing, electronic design, and architectural planning, becoming a vital tool for the digital transformation of manufacturing [1] - ZWSoft plans to continue increasing R&D investment, focusing on key common issues in the industry to strengthen the foundation for industrial innovation, as stated by the company's Deputy General Manager and Board Secretary, Zi Yingkun [1] Group 2: Industry Trends - Suzhou Haochen Software Co., Ltd. has long focused on CAD software R&D and services, establishing mature solutions in architecture and machinery, which supports the industry's push for software legalization and import substitution [1] - Haochen Software's main products are compatible with several mainstream domestic operating systems, including Kylin and UOS, as well as domestic CPU chips like Loongson, Feiteng, Zhaoxin, and Haiguang, addressing domestic users' needs for data security and control [2]

Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [16]. Core Insights - The report emphasizes the concept of "Lighthouse Factories," which are leading the intelligent upgrade of the manufacturing industry by integrating advanced technologies such as artificial intelligence, IoT, and big data analytics [6]. - A total of 201 factories have been recognized as Lighthouse Factories globally, with 85 located in China, showcasing their exceptional manufacturing capabilities and performance in areas like production efficiency and supply chain resilience [6]. - Industrial software is identified as the digital foundation for Lighthouse Factories, playing a crucial role in enhancing production intelligence and efficiency across four core areas: R&D design, manufacturing, operational management, and maintenance services [6]. - The report suggests focusing on companies that are positioned to benefit from the growth of industrial software and intelligent manufacturing, including Zhongwang Software, Huada Jiutian, and Yonyou Network, among others [6]. Industry Overview - The computer industry consists of 337 listed companies with a total market capitalization of approximately 60,881.53 billion and a circulating market value of about 55,021.98 billion [3]. - The absolute performance of the industry over the past 12 months has been 52.1%, while the relative performance against the benchmark index has improved by 33.9% [4].

Core Viewpoint - Zhongwang Software's stock has experienced significant fluctuations, with a year-to-date increase of 40.31% and a recent drop of 2.03% on October 14, 2023, indicating volatility in investor sentiment and market conditions [1][2]. Company Overview - Zhongwang Software, established on August 24, 1998, and listed on March 11, 2021, specializes in the research, development, promotion, and sales of CAD/CAM/CAE industrial software [2]. - The company's revenue composition includes 95.45% from standard general software, 2.45% from technical services, 1.32% from customized software, 0.66% from purchased software and hardware, and 0.12% from other sources [2]. - Zhongwang Software is categorized under the computer software development industry, focusing on vertical application software, and is involved in sectors such as industrial software and domestic software [2]. Financial Performance - For the first half of 2025, Zhongwang Software reported revenue of 334 million yuan, reflecting a year-on-year growth of 8.24%, while the net profit attributable to shareholders was a loss of 52.41 million yuan, a decrease of 976.90% compared to the previous period [2]. - The company has distributed a total of 263 million yuan in dividends since its A-share listing, with 158 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Zhongwang Software had 7,671 shareholders, a decrease of 2.68% from the previous period, with an average of 22,107 circulating shares per shareholder, an increase of 43.65% [2]. - Notable institutional shareholders include Wanjia Youxuan and Xingquan Helun, with increases in their holdings compared to the previous period [3].